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VOICE ARCHIVE

Michael Dunne

@dunne_insights
9 posts
2025-12-25
Where America gets its batteries for AI and defense. “The reality is very stark. There are foreign parts in 100 percent of our weapon systems and military platforms.” The Pentagon and A.I. Giants Have a Weakness. Both Need China's Batteries, Badly. https://www.nytimes.com/... [image]
2025-12-25 View on X
New York Times

A look at the growing reliance of US data centers and the Pentagon on Chinese batteries, a dependence increasingly viewed as a national security threat

Freezing DOE grants, the War on EVs, tariffs, and OBBBA have utterly wrecked our battery supply chain efforts.  —  🔌💡🔌🚗 … Forums: r/technology : The Pentagon and A.I. Giants Have a...

2025-12-24
Where America gets its batteries for AI and defense. “The reality is very stark. There are foreign parts in 100 percent of our weapon systems and military platforms.” The Pentagon and A.I. Giants Have a Weakness. Both Need China's Batteries, Badly. https://www.nytimes.com/... [image]
2025-12-24 View on X
New York Times

A look at the growing reliance of US data centers and the Pentagon on Chinese batteries, a dependence increasingly viewed as a national security threat

China Warns Move Could ‘Backfire’ DigiTimes : China's battery and energy storage firms lead, fueled by AI-driven power demand surge Simon Sharwood / The Register : US punishes Chin...

2024-08-05
Some people felt my piece on Spy Machines was a bit over the top. But there is a reason I wrote what I did. US expected to propose barring Chinese software in autonomous vehicles. https://www.reuters.com/...
2024-08-05 View on X
Reuters

Sources: US Commerce Department plans to propose barring Chinese software in autonomous vehicles and some Chinese wireless communications hardware in US cars

David Shepardson / Reuters :

2024-01-29
China's playbook: Hyper ramp capacity, then flood global markets with unbeatable pricing. Solar panels Chips Cars China's chip production capacity will grow by 60 per cent in the next three years, and could double over the next five. https://www.ft.com/... via @ft
2024-01-29 View on X
Financial Times

China's chipmakers are ramping up production capacity, helped by the country's subsidies, raising concerns among western nations about China flooding the market

Chris Miller / Financial Times :

2023-12-31
Fascinating story. US customers are advising Chinese lidar sensor company Hesai to hire lobbyists to sustain market access in America. Where are the US sensor makers? The sensors in those self-driving cars have become an international dispute https://www.politico.com/... via
2023-12-31 View on X
Politico

Lidar sensor tech is the latest flashpoint in the US-China trade war, as the US lidar industry mounts a lobbying offensive against Chinese companies like Hesai

Tanya Snyder / Politico : X: @tsnyderdc , @tsnyderdc , @dunne_insights , @tsnyderdc , and @tsnyderdc X: Tanya Snyder / @tsnyderdc : @ousterlidar @HesaiTech Ouster says lidar made ...

2023-12-30
Fascinating story. US customers are advising Chinese lidar sensor company Hesai to hire lobbyists to sustain market access in America. Where are the US sensor makers? The sensors in those self-driving cars have become an international dispute https://www.politico.com/... via
2023-12-30 View on X
Politico

Lidar sensor tech is the latest flashpoint in the US-China trade war, as the US lidar industry mounts a lobbying offensive against Chinese companies like Hesai

Tanya Snyder / Politico : X: @tsnyderdc , @tsnyderdc , @dunne_insights , @tsnyderdc , and @tsnyderdc X: Tanya Snyder / @tsnyderdc : @ousterlidar @HesaiTech Ouster says lidar made ...

2023-10-23
Taiwan-funded enterprises. “Taiwan-funded enterprises, including Foxconn . . . should also assume corresponding social responsibilities and play a positive role in promoting the peaceful development of cross-strait relations”. https://www.ft.com/... via @ft
2023-10-23 View on X
Financial Times

The Global Times: China opens a Foxconn investigation over tax and land use, inspecting Guangdong, Jiangsu, Henan, and Hubei sites; Foxconn plans to cooperate

Tax authorities said to have inspected a number of the Apple supplier's sites in provinces  —  China has launched an investigation …

2023-08-01
“Beijing will only retaliate against you in places where it can replace you, and if it is in a position to replace you, it is going to go ahead and do that anyway,” https://www.ft.com/...
2023-08-01 View on X
Bloomberg

Sources: senior EU and US officials are concerned about China's accelerated push into the production of older-generation chips made with 28nm equipment or above

- China is building more plants than others despite US sanctions  — Officials are worried about impact on domestic chip plans

“Beijing will only retaliate against you in places where it can replace you, and if it is in a position to replace you, it is going to go ahead and do that anyway,” https://www.ft.com/...
2023-08-01 View on X
Financial Times

A look at South Korea's position in the tech “cold war”, as the country pivots away from China's economy and prepares to comply with the US-led China chip ban

albeit untrumpeted — pivot away from the Chinese economy. My latest Big Read for the FT: https://www.ft.com/... @financialtimes : South Korea's chips and batteries are vital to Was...